WS #13784
No material new developments in the last 30 minutes. The dominant US-Iran/Hormuz standoff narrative remains unchanged, with no new counter-signals or de-escalation. All other themes (Ukraine refinery strike, weak US jobs data) are stable with no fresh data points.
Topics
Key developments
- Iran sets six maximalist demands for Hormuz reopening, denies direct US talks
- Ukrainian drone strike on Tatarstan refinery kills 12-13, injures 39
- Apple tests CXMT DRAM chips for iPhones and MacBooks amid memory shortage
- Weak US jobs data slashes September Fed hike odds to ~44%
- Berkshire Hathaway accelerates buybacks and adds $10B to Alphabet stake